What characterizes Healthcare?

• Industry/Sector: The healthcare sector includes diverse sub-sectors such as pharmaceuticals, medical devices, healthcare services, biotechnology, and digital health. Private Equity investments often focus on both specialized niches and broader healthcare services, driven by the sector’s growth potential and defensive characteristics.
• ESG: Impact Investing and Positive Screening/Best-in-class – Healthcare is highly relevant to ESG considerations, with a strong focus on social impact. Investments in healthcare can enhance access to medical care, improve patient outcomes, and promote public health.
• Instruments: Equity.
• Target Company Size: Healthcare investments can range from small startups in the biotech and medtech sectors to large, established healthcare providers and pharmaceutical companies. Middle-market firms are often targets for Private Equity due to their growth potential and consolidation opportunities.
• Return Profile: The healthcare sector offers a blend of growth and stability, with potential for high returns driven by market expansion, technological advancements, and consolidation strategies that create value.
• Geography: Depending on the investment strategy, investments in healthcare can be global, regional, or country-specific, with a focus on regions with strong healthcare growth and demand.